We are happy to announce a new feature for managing costs, revenue, or charges - accessible in the Cost & Charge viewer (seen as a tab when viewing a booking, or as a sub-item in the utilisation or financial screens)
The new update allows you to better manage costs, revenue, or charges - especially in cases where the system was unable to rate automatically, or you want to use a specific rate.
Manually supplying values
Manually type in dollar amounts to bypass automatic rates. You must have permission to be able to do this.
'Pin' values to prevent the system from automatically recalculating them
If the system has calculated an automatic rate, but you know the rates are going to change, and you want to prevent the system applying the new rates to this job, you can 'pin' individual items at their current value.
When you supply a value manually, your value is automatically pinned. You can un-pin it by right-clicking.
For revenue allocation, pinning a single item will keep it at it's set value, but revenue allocate the remaining charge to the rest of the un-pinned items.
System 'locked' values
Values become 'locked' when they have reached a point in the system where changes are no longer allowed.
For charge and revenue, this is once a job has been verified. For costs, at this stage values are never locked.
History
As with any part of the system where a user can manipulate financial values, it is wise to be able to see who made changes.
iCOS LIVE writes an audit history of any changes made via this new feature, which can be seen in the 'History' tab in a booking.
